Add a prelim mark manually

This topic tells you how to manually add steel and non-steel Prelim Marks to a Prelim Listing.

1.            Open a Prelim Listing.
(See Find and edit a prelim listing.)
The Contract Prelim Listing form is displayed.

2.            Click the Details tab.
The Details tab lists the Prelim Marks that make up the Prelim Listing.

3.            Click the buttons shown in the graphic below to add new Prelim Marks.

The options are:

§               Add Steel Item
Choose this option to select a steel item from the Item Library, specify a length, width and quantity and add it as a Prelim Mark to the Prelim Listing. The process is described in more detail below.

§               Add Non Steel Item
Choose this option to select a non-steel item from the Item Library, select the desired item,  specify a quantity and add it as a Prelim Mark to the Prelim Listing. The process is described in more detail below.

To add a steel item:

When you select the option to add a steel item, the Prelim Listing Steel Item form is displayed:

1.            Specify the attributes of the Prelim Mark that you want to add to the Prelim Listing.
Select a Section Code, Size and Grade and specify the required length and width (if applicable).

2.            Specify a name for the Mark. This is a required field. If the name entered is already in use, an error message will appear to identify that there cannot be replication of the same Mark number or name on more than one record.

3.            Enter the quantity that you want to add to the Prelim Listing. When you click outside of the Quantity field, the Prelim Mark is displayed in the grid at the bottom of the form, allowing you to specify how the its quantity is distributed across phases and lists. If you are using the Save as New function this will only occur on the first entry. After this the entry in the bottom portion of the window will need to be changed manually. Add rows to the grid by typing into the blank last row. You can use the Edit Phases and Edit Lists buttons to create phases and lists.
For each row, specify the list, phase and quantity. Take a look at the illustration below. You can see that there is a total quantity of 5. This is split between phases 1 and 3. In phase 1, the quantity is further split between Lists 1 and 2. The total quantity and the distributed quantities must tally before you attempt to save the Prelim Mark.

4.            If you have a mechanism outside of STRUMIS for purchasing this item, select the Ignore For Procurement check box. During the Nesting and Ordering process, any Prelim Marks to be fabricated from this item will have a status of Covered, meaning that no materials need to be purchased.

5.            You can optionally add a reference and a description (in the Details field). These are displayed in columns on the Contract Prelim Listing form, and can, therefore, be used to filter information.

6.            Click Save.
The Prelim Mark is added to the Contract Prelim Listing form.

To add a non-steel item:

The process is similar to adding a steel item, however there will only be options to add a Mark, Quantity, Reference and Details to the record. See adding a steel item for further information.